LeConte Wealth Management, LLC VCLT Holdings History
Number of Shares
83,642.00
Current Holdings Value*
$6.35 Mil
% of Portfolio
4.05%
Total Estimate Gain
$-94,515.46
% of Total Estimate Gain
-1.50%
LeConte Wealth Management, LLC's Vanguard Long-Term Corporate Bond ETF Holding Summary
As of 2025-03-31, LeConte Wealth Management, LLC held 83,642.00 shares of Vanguard Long-Term Corporate Bond ETF(VCLT), totaling $6.35 Mil. This investment constitutes 4.05% of their stock portfolio, and LeConte Wealth Management, LLC now holds 0.04% of the outstanding Vanguard Long-Term Corporate Bond ETF(VCLT) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and VCLT's current price of $74.35, LeConte Wealth Management, LLC's estimated gain on his VCLT holdings is $-94,515.46, reflecting a -1.50% gain to date.
LeConte Wealth Management, LLC VCLT ($74.35) Holding Chart
LeConte Wealth Management, LLC VCLT ($74.35) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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